Use the Mass Employee Property Changes wizard to assign custom values to all employees or to a group of employees. You can also assign any additional Employee Properties that have been created for determining employee eligibility and qualifying rates. Examples include assigning employee Tobacco Usage status and Wellness Status.
Note: You can run this wizard as often as is needed.
Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration. To streamline the import, First Name and Last Name are excluded when not required.
Employee properties you can mass assign
- Tobacco User/Smoker Status
- Culture Code
- 9/80 Split Time
- Custom Employee Rank
- Remuneration Commission and Other Only
- Working Owner of Incorporated Business
- Workflow Approval Delegate (Employee Number)
- Entitlement Seniority Date
- Multi-State Threshold Taxation
- COVID-19 Medical Advice
- COVID-19 Test Results
- COVID-19 Test Date
- COVID-19 Anticipated Test Results Date
- COVID-19 Isolation Start Date
- Employee Wellness Participation
Note: If the Employee Properties are configured in Dayforce, these properties become available to import using the Mass Configuration Changes wizard.
Before you begin
The Employee Properties must be configured in Dayforce.
Employees included in the Mass Employee Property Changes template must exist in Dayforce. They must also meet the minimum requirements. Examples of minimum requirements include having a hire date, work assignment, and an employment status data.
Note: You can load employees with the following wizards: Getting Started, Employees, or Clean Up Data for Parallel or Go Live.
Tasks
To select fields to assign to employees:
-
In Activate Central, click Change Employee Data and the Change Employee Data wizards show.
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Click Mass Employee Property Changes.
- On the Field Selector page, assign values to the available employee properties as they exist in Dayforce.
You can select from all Employee Properties in your instance or search for the Employee Properties you want to assign values to.
Note: For information on each question, see the Questions section (below).
You must answer all of the questions on the page to continue. Based on your answers, more questions might show to capture more detail.
lick Next. - On the Value Selector page, complete the questions to select the employees you want to assign and select the values to assign.
You must answer all of the questions on the page to continue.
Note: For information on each question, see the Questions section (below).
- Click Next. The Mass Assignment Review page shows the employee properties that you assigned.
- Review the information to confirm that everything is correct.
This page gives a final chance to make any changes necessary to the policy fields selected at the beginning of the wizard.
This page is the final review page in the wizard.
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If you want to make changes, either enter the changes in the grid or download the
MassAssignmentData File.xlsx, update the document on your computer, and upload the updated file.
To review and confirm the data:
- Review the information shown in the grid.
- Make updates to data on the page:
To insert a new row in the grid, click the row where you want to insert it and click New.
- To save the changes you’ve made in the grid, click Save.
To delete a row, click the row and click Delete.
To save information in the grid to your computer, click Download File and save it to the location you want.
To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.
To remove changes that you don’t want to save, click Refresh.
- To download a complete list of all errors from the data load process so you can review and correct them, click Download Errors File.
- When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.
To update information in the grid manually:
Note: If you make a change by mistake and haven't saved the change, click Refresh to undo the change.
- To move in the grid:
- Click Tab to move to the right in a row.
- Click Shift Tab to move to the left in a row.
- Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.
- To update a field, click in the field and enter the new information.
- To add a row, click New and enter the information in the row.
- To delete a row, click in the row and click Delete.
- To save your changes, click Save. Activate verifies the information again.
- Click Next.
To install employee changes:
- On the Mass Assignment Review page, click Download File and save a copy of the Mass Assignment Data File to your computer so you can reference the information later.
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Click Done & Install.
The Load page opens with a list of the steps to complete and an estimate of how long the installation usually takes. During the installation, the current step in the process is bolded so you can monitor the progress.
Important: If someone is signed directly in to Dayforce and potentially applying manual configuration, Activate shows a warning at Done & Install. Don’t continue with the Activate installation if users are actively applying configuration changes. Users’ changes might be lost if a failure occurs during the Activate installation. Download the User Report and follow up with the team members before you continue with the Activate wizard.
- Click one of the following:
- Add Email and enter your email address to be notified when the installation process ends instead of waiting for it to finish.
- Next when the installation is complete.
Activate Central opens. The Mass Employee Property Changes wizard continues to show in blue text and the icon to the left of the wizard name continues to show in gray.
Note: You can complete this Wizard as often as needed.
Results
The fields Activate updates in Dayforce are based on the selections that you made in this wizard. To check the properties you assigned, select the People icon and access Employee Profiles. Under the Employment > Employee Properties page, you can find the assigned properties.
The loaded template files include the columns of successfully loaded data only. They don’t include every available field in the wizard. To download the successfully loaded files, go to the dedicated section for each wizard on the Download Template Files page. After downloading the files, you can use them for auditing purposes or you can update them, if needed.
Fields populated in Dayforce
The data uploaded by the Mass Employee Property Changes wizard shows on the People icon > Employment > Employee Properties page in Dayforce.
File generated by the Mass Employee Property Changes wizard
After completing the Mass Employee Property Changes wizard, a single import file is automatically generated and placed on the customer’s FTP site.
HR Import
- FTP Subdirectory: Import/HRImport
- Filename: <Namespace>-HRImport-<DateTime>.xml
Example illustrating how translates the template data to XML:
<?xml version="1.0" encoding="utf-8"?><EmployeeImport>
<Employee>
<XRefCode>1003</XRefCode>
<EmployeeNumber>1003</EmployeeNumber>
<FirstName>Ryan</FirstName>
<LastName>Robert</LastName>
<CultureCode>en-US</CultureCode>
<EmploymentStatus>
<PayClassXrefCode>FT</PayClassXrefCode>
<PayTypeXrefCode>SALARIED</PayTypeXrefCode>
<EmploymentStatusXrefCode>INACTIVE</EmploymentStatusXrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<PayGroupXrefCode>CANADA_BI_WEEKLY_2016_01_01</PayGroupXrefCode>
</EmploymentStatus>
<EmployeeProperty>
<XrefCode>NINE_EIGHTY_SPLIT</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<DateTimeValue>1900-01-01T00:00:00</DateTimeValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>CUSTOM_EMP_RANK</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<NumberValue>2</NumberValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>REMUNERATION_COMMISSION_OTHER_ONLY</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<BooleanValue>true</BooleanValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>WORKING_OWNER</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<BooleanValue>true</BooleanValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>WorkflowApprovalDelegate</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<Value>1004</Value>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>EntSeniorityDate</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<DateTimeValue>2017-01-01T00:00:00</DateTimeValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>PAYROLL_FBT_Respect_Jurisdiction_Threshold</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<BooleanValue>true</BooleanValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>COVID19_MedicalAdvice</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<OptionValue>Yes and I was advised isolation</OptionValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>COVID19_TestResults</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<OptionValue>Tested - Awaiting Results</OptionValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>COVID19_TestDate</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<DateTimeValue>2020-06-01T00:00:00</DateTimeValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>COVID19_AnticipatedTestDate</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<DateTimeValue>2020-06-11T00:00:00</DateTimeValue>
</EmployeeProperty>
<EmployeeProperty>
<XrefCode>COVID19_IsolationStartDate</XrefCode>
<EffectiveStart>1990-10-18</EffectiveStart>
<DateTimeValue>2020-06-01T00:00:00</DateTimeValue>
</EmployeeProperty>
<EmployeeHealthWellness>
<TobaccoUser>YES</TobaccoUser>
<DateLastSmoked>1990-10-18</DateLastSmoked>
<EffectiveStart>1990-10-18</EffectiveStart>
</EmployeeHealthWellness>
</Employee>
</EmployeeImport>Next steps
Complete the next wizard, as appropriate.
Questions
Select the fields that you would like to mass assign
Select the button under the field to show the fields that are available for mass assignment to employees. Select one or more properties toassign values for, as appropriate. This list includes all system properties and any properties in the XRefCode between the range of 1 and 99. You must select at least one property to continue.
When do you need these values to be effective on the employee's records
Select the date when you want the change to go into effect. Any employees who don’t exist as of the date selected are excluded.
- To the current record: The start date of the employee's current record. This date is relative to today's date.
- To the earliest record: The date of the first record of the employee's history.
- As of original hire date: The employee's original hire date.
- As of the most recent hire date: The employee's most recent hire date.
- As of the next pay period: The start of the employee's next pay period.
- As of a specific hire date:Enter or select a date (past or present).
Select the employees
Select the employees that you want to assign the values to.
- All Employees: Applies the assignment to all employees in the organization.
- Filter for groups of Employees: Narrow down the number of employees by selecting a specific group of employees using the following filters:
- Employee Details: You can select from the following: Employment Details, Pay Type, Pay Class, Primary Work State/Province, Primary Work Country, Primary Job, Primary Department, Primary Work Onsite, Primary Work Site, Home State/Province, Home Country, and Legal Entity.
- Employee Group & Policies: You can select from the following: Time Entry Policy, Pay Policy, Pay Holiday Group, Pay Group, Entitlement Policy, Time Off Policy, Shift Rotation, and Payroll Policy.
After you make your selection, the total number of employees that will be updated based on your selection shows.
Select the values that you would like to assign
The fields you selected on the Field Selector page are shown.
- Quickly assign values to all selected employees: Select a single value to assign to all selected employees. When you select this option, select a value or date for each shown field, as applicable, to apply to all selected employees.
- Specify values for each selected employee: Assign different values to different employees. Although this option takes longer, it offers more flexibility.